Accessing Cemify Templates

Cemify Templates allow you to create and send commonly used cemetery documents (for example, deeds, purchase agreements, invoices, etc.) that are dynamically populated with information from your Cemify records.

This allows you to speed up many cemetery administrative processes and encourages a digital first approach to record keeping. This article will introduce you to using Templates in your operations and show you how system administrators can edit existing Template language and formatting.


What is Included in this Article:

1. What is a Cemify Template?

At its core, a Cemify Template is either an HTML document or a PDF file (depending on setup) that includes dynamic variables (also referred to as merge tags) that populate different values based on the context in which the Template is accessed. For example, a dynamic variable might be used to populate the name of the plot, the purchaser's full name and/or the date of the sale into your Template. There are a variety of uses for Templates, but they are most commonly used to provide cemetery plot owners with a cemetery deed or right of burial certificate.

2. How do I access Templates in Cemify?

Your system's Templates can be accessed from individual Plots or Sales records. The Templates will appear the same regardless of where they are accessed.

Below are instructions on how to access Templates from either page.

To Access a Template from Sales:

To access an individual Sale, click on Sales in your top header menu, then select an existing sale or select Add Sale to create a new sale (learn more about creating sales in our beginners guide or in the How to Create a Sale article):

On the left hand side of a sale record, you will notice a Templates link:

This allows you to access all of your system's Templates, in the context of the particular sale you are looking at:

Selecting a Template opens it and pre-populates any dynamic variables with details from the sale in which you are viewing the Template:

How To Access a Template from Plots:

Navigate to the Plots page and select an individual plot you want the Template for.


On the left hand side of the Plot Information, you will notice a Templates link:

This allows you to access all of your system's Templates, in the context of the particular Plot you are looking at:

Selecting a Template opens it and pre-populates any dynamic variables with details from the sale in which you are viewing the Template:

3. Can I make adjustments to the pre-populated dynamic variables in a Template before sending?

Yes, when viewing a Template, you can click into any of the dynamic variables to make adjustments prior to sending. Here's an example of editing the purchasers name in a dynamic variable:

4. Once I finalize the wording and review it, how do I send the Template?

There are two options for sending a Template: printing it or saving to PDF for emailing. In either case, our first step will be to click on the Print button in the top right:

Then, to print, simply make sure your printer is selected and click print:

Or, to download to PDF, select Save to PDF and then click Save:

5. How can I make changes to the main/master template?

The Master Template can be adjusted by Account Administrators on a Cemify Account or a Cemify Employee.

  • To learn more about adding and editing your Cemify templates, view this detailed guide.
  • If you would like a Cemify Employee to make the edits for you please reach out to Cemify Support at Support@Cemify.com.

Conclusion

Cemify Templates provide a powerful tool for managing your cemetery's administrative processes. Whether you need to create deeds, purchase agreements, invoices, or any other commonly used documents, templates can save you valuable time and streamline your operations. By following the steps outlined in this article, you'll be able to edit and use templates with ease, ensuring that your cemetery's administrative processes are both efficient and effective. If you have any further questions or concerns, please don't hesitate to contact our support team for assistance.